Scope of Advice. 3.1 We provide comprehensive financial planning advice and specialist advisory services for charities, trusts and individuals. We are authorised by the FCA to provide advice on pensions, pension transfers, unit/investment trusts, quoted and unquoted securities as well as investment linked and non- investment linked insurance contracts for life, disability and critical illness.
Appears in 4 contracts
Samples: Client Agreement, Client Agreement, Client Agreement
Scope of Advice. 3.1 We provide comprehensive financial planning advice and specialist advisory services for charities, trusts and individuals. We are authorised by the FCA to provide advice on pensions, pension transfers, unit/investment trusts, quoted and unquoted securities as well as investment linked and non- non-investment linked insurance contracts for life, disability and critical illness.
Appears in 1 contract
Samples: Client Agreement
